DoorDash, Inc.
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ROIC.AI
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- DoorDash, Inc. (NASDAQ: DASH) operates a leading global on-demand local commerce platform that connects consumers with restaurants, grocery stores, convenience stores, retailers, and other merchants for delivery, pickup, and direct online ordering; offers DashPass subscription services providing zero delivery fees and reduced service fees; provides DoorDash Drive white-label delivery infrastructure for businesses; delivers DashMart convenience and grocery items including snacks, household essentials, and alcohol where permitted; supports catering orders; enables DoubleDash for adding items from multiple nearby merchants without extra fees; and facilitates DoorDash for Business meal plans for employers. The platform serves customers, independent delivery contractors known as Dashers, and merchants through its mobile app and website, with additional features including real-time order tracking, SNAP/EBT payments for groceries in select markets, and partnerships with chains such as Target, ALDI, Kroger, CVS, 7-Eleven, Domino's Pizza, Panera Bread, and The Home Depot. Founded in 2013 and headquartered at 303 2nd Street in San Francisco, California, DoorDash conducts operations in more than 40 countries across North America, Europe, Asia, the Middle East, and Australia, employing over 23,700 people and serving millions of monthly active users. DoorDash has pursued aggressive international and service expansion through strategic acquisitions, including Wolt Enterprises in 2022 for over $8.1 billion to bolster Europe and Asia presence; Deliveroo in May 2025 for approximately $3.85 billion, extending reach to additional countries with a combined population exceeding 1 billion; and SevenRooms in May 2025 for $1.2 billion to enhance restaurant reservations, waitlist management, customer engagement, and in-app "Going Out" features with no cover fees and DashPass perks. Recent innovations encompass the November 2025 launch of DashMart Fulfillment Services for retailers including CVS, Party City, and upcoming Kroger integration, handling inventory, picking, packing, and delivery; nationwide rollout of Kroger's nearly 2,700 stores for grocery delivery starting October 2025 with loyalty discounts; introduction of Dot, an in-house autonomous delivery robot navigating bike lanes, roads, and sidewalks at up to 20 mph; Panera Bread's adoption of SmartScale for optimized delivery across channels; Going Out reservations powered by SevenRooms; and Dasher app enhancements like revamped maps, redesigned homescreens, Flash Offers, and Pro Shopper rewards.
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